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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,996 | $185,312-90.8% | $161,489-89.5% | $154,746-89.0% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.7%-38.7pp | 80.7%-40.7pp |
| Annual return | 17.36% | 103.84%-86.5pp | 89.72%-72.4pp | 172.34%-155.0pp |
| Employer contribution / active EE | $1,716 | $4,769-64.0% | $4,268-59.8% | $4,379-60.8% |
| Participant deferral / active EE | $1,716 | $6,350-73.0% | $5,630-69.5% | $6,730-74.5% |
| Admin fee / account holder | $4,661 | $18,654-75.0% | $16,006-70.9% | $14,365-67.6% |